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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,293 | $52,306-84.1% | $69,779-88.1% | $62,881-86.8% |
| Participation rate | 30.9% | 67.2%-36.4pp | 71.8%-41.0pp | 69.3%-38.4pp |
| Annual return | 17.11% | 13.35%+3.8pp | 12.99%+4.1pp | 20.14%-3.0pp |
| Employer contribution / active EE | $570 | $1,799-68.3% | $2,338-75.6% | $2,281-75.0% |
| Participant deferral / active EE | $1,187 | $2,395-50.4% | $2,931-59.5% | $3,203-62.9% |
| Admin fee / account holder | $112 | $3,691-97.0% | $4,381-97.4% | $4,296-97.4% |